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This role sits within MASS’ Outsourced Chief Investment Officer (OCIO) business which manages over $350B in assets for institutional globally. We are looking for a Consultant & RFP Writer that will support the MASS’ OCIO business development efforts by managing the end-to-end RFP and DDQ process. This role is responsible for crafting high-quality, customized responses to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and other client-facing documents, while also contributing to strategic consulting initiatives to drive deeper client engagement for the outsourcing business.
Job Responsibility:
Manage and deliver high-quality, customized responses to RFPs, RFIs, and DDQs across client segments (Pensions, Family offices, E&F, healthcare etc.)
Write clear, compelling, and accurate responses tailored to client needs and aligned with firm positioning
Collaborate with investment strategists (CIOs), client servicing, institutional client business teams, business management, manager research and other teams to gather accurate and timely information
Maintain and enhance the RFP content library and database to ensure consistency, accuracy, and regulatory alignment
Support strategic projects such as competitor benchmarking, narrative development, and client pitch support in partnership with lead CIOs
Track RFP win/loss metrics and provide timely insights to improve future submissions
Partner with consultant relationship team (GCR) and solutions group (CSG) to maintain a pipeline of upcoming projects
Ensure all client-facing materials reflect the firm’s brand, investment philosophy, and compliance standards
Requirements:
3–5 years of experience in asset management, preferably in RFP writing, investment consulting, or client servicing
Strong understanding of investment products (e.g., mutual funds, ETFs SMAs, alternatives etc.), investment outsourcing industry and client trends
Excellent writing, editing, and project management skills
Proficiency in RFP software and Microsoft Office suite
Ability to manage multiple projects and stakeholders under tight deadlines
Flexible, responsive, and self-starting personality. Demonstrated experience working both independently and as part of a team in a highly collaborative, global environment
Postgraduate (MBA) from a premier business school
Nice to have:
Experience working on GenAI initiatives and projects will be a plus
Technical skills such as Power BI, Tableau, Python and SQL will be a plus
Progress toward CFA or FRM certifications is a plus